1stBase Help

Version: KSE Edition

7	Print Menu

This Record	Print options for the current customer record.
Records Within…	Print options for a group of customer records selected by user defined criteria . Set Criteria displays the Report/Canvass Criteria window so that you can define the record selection parameters
Long Form	All details regardless of how many pages are printed.
Short Form	All details but notes field truncated so that report fits single page.
Condensed	Minimum detail: Name, Address, Phone Number, Area etc. More than one customer per page.
Letter(s)	Displays the ‘Select Letter Template’ window so that you can select and print a letter to a single or number of customers.
Label(s)	Displays the ‘Select Label Template’ window so that you can select and print address labels for customers.
Envelope(s)	Displays the ‘Select Envelope Template’ window so that you can select and print envelopes for customers.
Area Manager's Diary	Prints a schedule of appointments. You can select the period and the Area Managers to print for.
Invoices	Outstanding: All outstanding invoices. Reprint: Reprints a single invoice (you will need to know the Invoice Number you wish to reprint)
Price List	Those parts marked as 'Print In Price List' in the Stock Database are printed onto a user defined form.
Groupings Report	This report details which Teams, Groups and Areas are defined and the count of customers in each group.
Total Sales…	Covering a selected period. Includes quantities, average selling prices and VAT charged on invoices issued.
Outstanding Orders	All items ordered but not delivered.
Stock	What should be in your stock room and other locations.... Main Store: Full Report Every item listed in the Stock list. Machines Only Only those items flagged for Location Tracking. Other Locations: Stock in any location that is not the Main Store (e.g. Van stock)
Stock Order	Produces a stock order which is the combination of manual order requests and automatic selection based on pre-defined re-order levels.
Machine Locations..	A report detailing the Locations of Machines that are not sold or in-stock.
Machine Retrievals..	A report detailing Machines that are marked for retrieval and their current locations.
Machine Sales…	The 'Green Sheet' equivalent within a selected period.
Dealer Sales…	Within a selected period.
Team Leader…	Within a selected period.
Tele-Sales…	Within a selected period.
Points Percent	Points Percentage report for sales within a selected period.
Gold Card Report	Details Gold Cards required and issued for sales within a selected period.
Print Preview	Checked: Output is directed to the Print Preview window. Unchecked: Output is directed to the printer. NOTE: Print Preview is NOT available for letters.
Select Printer	Selects and configures the print device to be used.